Houston, TX Office

Forvis Mazars Wealth Advisors, LLC is an SEC‑registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP. The firm provides financial planning, discretionary and non‑discretionary investment management, investment consulting, retirement plan consulting, and family‑office style services to individuals, families, retirement plans, institutions, and nonprofits, managing roughly $12.0 billion in assets and consulting on about $856 million of additional assets.

Investment decisions are generally implemented under a discretionary mandate and guided by an Investment Policy Statement, with portfolios constructed from committee‑approved ETFs, mutual funds, bonds, equities, and separately managed accounts and rebalanced as needed; the firm also engages third‑party money managers when appropriate. Financial planning is typically integrated into wealth management engagements for clients who meet minimums, while retirement plan work includes both 3(21) consulting and 3(38) discretionary management and a CEFEX certification for its retirement plan consulting practice.

The firm’s affiliation with a national accounting and professional services parent under the Forvis Mazars Private Client brand is a notable differentiator, enabling coordinated tax and accounting services alongside wealth management while introducing independence restrictions on certain securities and potential referral conflicts. Forvis Mazars Wealth Advisors also documents supervised electronic communications (including text, email, and LinkedIn), maintains a client portal with quarterly reporting, discloses use of AI and automation tools, and sends periodic marketing and informational communications with opt‑out options, practices that are less common among similarly sized multi‑team firms.